PCQ vs SGDM

Comparison between Pimco California Municipal Income Fund (PCQ, ETF) and Sprott Gold Miners ETF (SGDM, ETF).

5-Year PerformanceSGDM has outperformed PCQ, delivering a return of +27.6% compared to -10.3%

PCQ vs SGDM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PCQ(ETF)	SGDM(ETF)
Net Assets	$544M	$546M
Expense Ratio	N/A	0.46%
Max Drawdown	60.60%	55.72%
Sharpe Ratio	0.93	1.28
5Y Beta	0.15	0.72
5Y Dividends CAGR	-11.37%	36.06%

Net Assets

PCQ

$544M

Winner

SGDM

$546M

Expense Ratio

PCQ

N/A

SGDM

0.46%

Max Drawdown

PCQ

60.60%

Winner

SGDM

55.72%

Sharpe Ratio

PCQ

0.93

Winner

SGDM

1.28

5Y Beta

Winner

PCQ

0.15

SGDM

0.72

5Y Dividends CAGR

PCQ

-11.37%

Winner

SGDM

36.06%

PCQ vs SGDM - Historical Returns

Returns include dividend reinvestment.

Period	PCQ	SGDM
1 month	+2.17%	+38.32%
3 months	+1.81%	+22.32%
6 months	-1.92%	-5.44%
1 year	+10.73%	+70.60%
5 years(CAGR)	-10.32%	+27.60%
10 years(CAGR)	-1.90%	+14.27%
Max(CAGR)	+3.70%	+11.85%

PCQ

+2.17%

Winner

SGDM

+38.32%

PCQ

+1.81%

Winner

SGDM

+22.32%

Winner

PCQ

-1.92%

SGDM

-5.44%

PCQ

+10.73%

Winner

SGDM

+70.60%

5Y(CAGR)

PCQ

-10.32%

Winner

SGDM

+27.60%

10Y(CAGR)

PCQ

-1.90%

Winner

SGDM

+14.27%

Max(CAGR)

PCQ

+3.70%

Winner

SGDM

+11.85%

PCQ vs SGDM - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	PCQ	SGDM
2026	+2.82%	+24.34%
2025	+0.17%	+143.79%
2024	+1.28%	+13.52%
2023	-36.42%	-0.50%
2022	-15.26%	-6.19%
2021	+7.87%	-15.07%
2020	-6.19%	+22.67%
2019	+26.15%	+43.46%
2018	-1.10%	-17.44%
2017	+16.44%	+5.85%
2016	+5.62%	+44.55%
2015	+6.94%	-28.18%
2014	+26.59%	-27.98%
2013	-14.10%	N/A
2012	+25.62%	N/A
2011	+18.97%	N/A
2010	+6.14%	N/A
2009	+45.10%	N/A
2008	-41.29%	N/A
2007	-3.73%	N/A
2006	+16.83%	N/A
2005	+24.28%	N/A
2004	+8.38%	N/A
2003	+0.07%	N/A
2002	+2.59%	N/A
2001	+0.78%	N/A

PCQ vs SGDM Drawdown Comparison

The maximum drawdown for PCQ was -56.28%, occurring on Dec 16, 2008. Recovery took 839 trading sessions.

The maximum drawdown for SGDM was -54.96%, occurring on Jan 19, 2016. Recovery took 473 trading sessions.

The current PCQ drawdown is -45.14%. The current SGDM drawdown is -9.59%.

Rank	PCQ	SGDM
#1	-56.28% May 11, 2007 - Sep 9, 2010	-54.96% Aug 13, 2014 - Jun 29, 2016
#2	-54.86% Nov 12, 2021 - Oct 6, 2023	-49.68% Aug 5, 2020 - Mar 17, 2025
#3	-37.82% Dec 9, 2019 - Jul 15, 2021	-49.17% Aug 2, 2016 - Apr 23, 2020
#4	-22.43% Jan 23, 2013 - Nov 20, 2014	-38.29% Mar 2, 2026 - Jul 20, 2026
#5	-17.69% Oct 15, 2010 - Sep 29, 2011	-18.55% Oct 16, 2025 - Dec 11, 2025
#6	-17.09% Dec 11, 2017 - Jul 9, 2018	-17.99% Jan 28, 2026 - Feb 24, 2026
#7	-14.13% Aug 13, 2018 - Jan 28, 2019	-14.10% May 19, 2020 - Jul 7, 2020
#8	-13.13% Sep 8, 2016 - May 8, 2017	-11.60% Apr 16, 2025 - Jun 2, 2025
#9	-12.06% Jun 13, 2003 - Apr 1, 2004	-9.39% Jul 11, 2016 - Aug 1, 2016
#10	-11.35% Feb 2, 2015 - Oct 20, 2015	-8.43% Apr 3, 2025 - Apr 10, 2025
#11	-10.17% Jul 11, 2012 - Nov 28, 2012	-6.92% Dec 26, 2025 - Jan 9, 2026
#12	-9.02% Jan 30, 2012 - Apr 24, 2012	-6.60% Jun 13, 2025 - Jul 22, 2025
#13	-8.76% Apr 1, 2004 - Aug 6, 2004	-5.40% Jul 22, 2025 - Aug 5, 2025
#14	-8.05% Sep 13, 2002 - May 22, 2003	-5.14% Jul 8, 2020 - Jul 17, 2020
#15	-7.19% Aug 16, 2001 - Aug 6, 2002	-4.63% Jul 28, 2014 - Aug 12, 2014

Correlation

Correlation between PCQ and SGDM is -0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.22

-101

Dividend Comparison (2001 - 2026)

PCQ vs SGDM dividend yield comparison.

Year	PCQ	SGDM
2026	3.31%	0.00%
2025	4.95%	1.04%
2024	4.78%	1.04%
2023	4.64%	1.39%
2022	5.29%	1.42%
2021	4.20%	1.33%
2020	4.39%	0.30%
2019	4.65%	0.25%
2018	5.72%	0.50%
2017	5.35%	0.58%
2016	5.89%	0.02%
2015	5.89%	1.47%
2014	5.90%	0.26%
2013	7.10%	0.00%
2012	5.80%	0.00%
2011	6.87%	0.00%
2010	7.45%	0.00%
2009	7.46%	0.00%
2008	10.68%	0.00%
2007	5.95%	0.00%
2006	5.25%	0.00%
2005	5.83%	0.00%
2004	6.83%	0.00%
2003	6.90%	0.00%
2002	6.45%	0.00%
2001	2.53%	0.00%